Financial Adviser
· MAROOCHYDORE, QLD
Lisa Christine Holland
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000293240
Lisa Christine Holland is a financial adviser based in Maroochydore, Queensland, with 21 years of experience in the financial services industry. Lisa is currently authorised under Insight Investment Services Pty Ltd. Lisa holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Financial Planning from Kaplan Professional. Lisa is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2006
Diploma of Financial Services (Financial Planning)
Tribeca
2014
Advanced Diploma of Financial Planning
International Institute of Technology
2021
Introduction to Self Managed Superannuation Funds
Kaplan
2023
Graduate Diploma of Financial Planning
Kaplan Professional
2025
Master of Financial Planning
Kaplan Professional
Registration History
you are authorised to perform the following task:. Deposit and payment products limited to:. Basic Deposit Products. Deposit Products other than basic Deposit Products. . Life Products includinga) Investment Life Insurance products as well as any products issued bya Registered Life Insurance Company that are backed by one or more of it's statutory funds; andb) Life Risk Insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds. Interest in Managed Investment Schemes including investor directed portfolio services. Retirement Savings accounts (RSA) products (Within the meaning of the Retirement Savings Account Act 1997). Superannuation and retirement products. Listed Securities
AON HEWITT FINANCIAL ADVICE LIMITED
SUNCORP FINANCIAL SERVICES PTY LTD
Superannuation excludes SMSF Advice
Source: ASIC Financial Advisers Register